IVE vs GOAT

  • IVE
  • GOAT

IVE and GOAT hold at least 759 companies between them. 46 are in both, and 23% of each fund is the same companies.

In both · 23%IVE only · 77%

Side by side

IVEGOAT
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.32%0.55%
Fund size$577.0m$56.0m
Holdings694150
1Y price return+2.5%−9.0%
Distribution yield3.62%10.08%
Look-through coverage98.5%99.9%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldGOAT5.2%
  • AAPL APPLE INCIn 1 of 2IVEnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 1 of 2IVEnot heldGOAT4.9%
  • GOOGL ALPHABET INC-AIn 1 of 2IVEnot heldGOAT4.9%
  • LLY ELI LILLY & COIn 1 of 2IVEnot heldGOAT3.3%

and 749 more companies the funds hold

How alike they are

Keep going

See IVE + GOAT as one portfolioEvery company, where you'd own it twiceWhat moved IVE this monthIts biggest gains and falls, by company